Carolina Mandl

Hedge funds are increasingly betting against stocks, with Nvidia , Advanced Micro Devices and Tesla as their top three shorts placed on Wednesday, a Morgan Stanley note showed on Thursday.

Global hedge funds started to add back U.S. equities to portfolios last week following a massive selloff in Wall Street's major indexes, an early indication of optimism about the country.

Hedge funds unwound positions in single stocks on Friday at the largest amount in over two years, with some activity comparable to March 2020, when portfolio managers cut market exposure during the pandemic, Goldman Sachs said in a note on Monday.

Investors including Blackstone and wealthy individuals are scouting for office properties in New York as companies call employees back to the office, fueling a nascent recovery in the battered commercial real estate market.

Seesaw tariff announcements have unnerved Wall Street, as investors said flip-flopping moves by the Trump administration to roll back levies on trading partners were causing confusion rather than bringing relief.

Investors are recalibrating how to play U.S. President Donald Trump's whipsawing policy changes, weighing that a so-called "Trump put" supporting stock market prices may be fading and that his administration is more keenly focused on the debt markets.

Investors took comfort in U.S. President Donald Trump's commitment to cutting taxes in a major address to Congress but voiced concerns about his continued focus on tariffs and a proposal to ditch a semiconductor chip manufacturing subsidy.

Global hedge funds sold more stocks than they bought by the largest amount in a year, mainly driven by their bets that stocks will drop, a Goldman Sachs note showed on Friday.

Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the AI-driven investment trend, which has powered equities for two years, is intact after last month's panic-selling triggered by the Chinese startup DeepSeek.

U.S. Securities and Exchange Commission has decided to withdraw its appeal of a decision by a federal judge late last year to vacate an overhaul of Treasury dealer rules, according to a court document filed on Wednesday.